Investors' Soapbox AM

Steer Clear of Ericsson and Alcatel-Lucent

Credit Suisse says weak carrier spending will hurt the two suppliers.

November 8, 2012

Credit Suisse

Every major ecosystem (iOS, Windows and Android) enters the fourth quarter with a refreshed compute line across smartphones, tablets and PCs.

We continue to highlight that Apple's (ticker: AAPL) extensive product refresh (from two-inch screens all the way up to 27-inch screens) across all form factors, price points and devices, together with its ecosystem and brand, positions the company well to capture value...